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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

COP holding history

ConocoPhillips in every 13F filed by CWS Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COP overviewAll 13F holders of COPFull Q2 2026 holdings

Shares (Q2 2026)
3,854
Value
$400.7K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of COP by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,854$400.7K0.1%+5+0.1%AddedHolders
Q1 20263,849$508.1K0.1%+5+0.1%AddedHolders
Q4 20253,844$359.9K0.1%−94−2.4%ReducedHolders
Q3 20253,938$372.5K0.1%−50−1.3%ReducedHolders
Q2 20253,988$357.9K0.1%−23−0.6%ReducedHolders
Q1 20254,011$421.2K0.1%+3+0.1%AddedHolders
Q4 20244,008$397.5K0.1%+154+4.0%AddedHolders
Q3 20243,854$405.7K0.1%−89−2.3%ReducedHolders
Q2 20243,943$451.0K0.2%+442+12.6%AddedHolders
Q1 20243,501$445.6K0.2%−3,621−50.8%ReducedHolders
Q4 20237,122$826.7K0.3%−693−8.9%ReducedHolders
Q3 20237,815$936.3K0.4%+646+9.0%AddedHolders
Q2 20237,169$742.8K0.3%−726−9.2%ReducedHolders
Q1 20237,895$783.2K0.3%−367−4.4%ReducedHolders
Q4 20228,262$438.0K0.2%+607+7.9%AddedHolders
Q3 20227,655$783.0K0.4%+10.0%AddedHolders
Q2 20227,654$687.0K0.3%+301+4.1%AddedHolders
Q1 20227,353$735.0K0.3%+20.0%AddedHolders
Q4 20217,351$531.0K0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20217,382$450.0K0.2%−880−10.7%ReducedHolders
Q1 20218,262$438.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.